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Articles tagged "Data Management" returned 240 results.
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Using your Sage 50 Integration
...data in Gold-Vision Financial information is pushed into Gold-Vision from SAGE in the following formats: Sage Customer data is pushed into Gold-Vision Account fields Sage transaction data, such as invoices...
Configure Account Page
...to manage access to the role management section in the portal. Close modal Access Roles – allows you make the role management area visible to contacts with the user roles...
How Do I Export Data?
...adding any additional fields you need and then exporting the data to CSV. Export Data using Reports Filter your data (see ‘Viewing and Searching Lists‘), select Report from the Views...
Token Management
Tokens that are generated last an hour (they are returned when requesting in seconds by default 3600), this means you won’t have to keep requesting your token every time you...
Managing data privacy
Managing data since the introduction of legislation like GDPR and PIPEDA is something we all need to have under control, but rather than having to be a manual drain on...
Setup GDPR In Gold Vision
...to special categories of data as defined in Article 9 of The General Data Protection Regulation 2016/679. Define Data Purposes Record why and how long you plan to store personal...
Data Import Tips
...the column no matter what. o IfSourceNotBlank – updates only if the file field contains data. o IfTargetBlank – updates only if the Gold-Vision field doesn’t contain data. o Never...
Manage your Sales Team Introduction
...Team & data security management Allow users to access accounts, opportunities or projects related to their role, whilst shielding other areas of CRM Remove/hide all references to unavailable/confidential data or...
Importing your data
Data import step by step Once you have prepared your data and downloaded the import tool, click to start a new import: Select the Import Type Select your file. Note:...
Updates
...zero probability opportunities and not the full list of opportunities. It is now possible to use the Closed-Won State for Quotes as filters for Quote widgets. When date data is...
